QBTalks Apps June: How Qvinci Intelligence Increases Client Value and Scales CAS Growth

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Host: William “Murph” Murphy

Speakers: Charles Nagel, Founder & Chief Product and Innovation Officer, Qvinci

Brad Adams, President, CEO & Chairman, Qvinci (Moderator)

QuickBooks holds the data. Qvinci makes the advisory value visible.

CAS firms are being asked to deliver more advisory value than ever before — but many teams are still buried in manual reporting, data prep, consolidation, variance review, and recurring client deliverables. The result is a familiar problem: firms want to provide more strategic guidance, but they do not always have the time, manpower, or repeatable process to do it at scale.

In this QBTalks session, Qvinci will show how CAS firms can increase the client-perceived value of advisory services while freeing internal capacity for higher-value work. You will see how Qvinci turns QuickBooks data into client-facing intelligence through dashboards, KPIs, benchmarking, forecasting, trend analysis, and entity-at-risk visibility — making it easier for clients to understand what they are paying for and why it matters.

The session will also show how Qvinci helps firms automate the reporting and analysis work that slows CAS teams down. By reducing manual effort, standardizing advisory delivery, and supporting structured service packages through QTAP, Qvinci helps firms deliver more advisory conversations, support more clients, and scale their CAS practice without adding proportional headcount.

By attending this session, participants will learn how to:

1. Identify why clients may undervalue CAS services when advisory insights are hidden inside internal workflows, static reports, or month-end deliverables.  
2. Explain how Qvinci makes CAS value more visible through dashboards, KPIs, benchmarking, forecasting, trend analysis, and risk-based reporting.  
3. Recognize how Qvinci reduces manual CAS workload by automating reporting, consolidation, standardization, analysis, and recurring advisory preparation.  
4. Evaluate how freed capacity can be redeployed into higher-value advisory conversations, proactive client engagement, onboarding, and new client growth.  
5. Understand how Qvinci and QTAP support scalable CAS service models by helping firms’ package, price, deliver, and repeat advisory services across more clients.  
6. Connect client-visible insights to firm profitability, retention, and growth by turning CAS deliverables into measurable advisory outcomes.  

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CPE Credits: 1

Subject Area: Computer Software & Applications

Course Level: Basic

Instructional Method: Group Internet Based

Prerequisites: None

Advanced Preparation: None

Who Should Attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparer

Cost: Free